OrgPublisher 8

OrgHistory and Chart Comparisons

Prepared by:
Nancy Hill
Aquire Corporation
5215 N OConnor Blvd, Suite #300
Irving, TX 75039
nancyhill@aquire.com

Version: 1.0
August 8, 2007
Table of Contents
1 OrgHistory.........................................................................................................2
1.1 Technical notes:..........................................................................................2
1.2 Position ID Custom Field Type......................................................................2
2 Archiving a Chart................................................................................................3
2.1 Schedule Archiving......................................................................................4
3 Using Archived Charts.........................................................................................5
3.1 Browse........................................................................................................5
3.2 Compare.....................................................................................................6
4 Compare 2 Charts..............................................................................................8
4.1 Compare 2 Charts Results.........................................................................9
5 Exercise...........................................................................................................10
5.1 Optional Exercise:......................................................................................10
6 Additional Information Sources..........................................................................11

Last Revised: October 24, 2007 Page 1

1 OrgHistory

Provides a scheduled method for preserving hierarchical information over time.The

archived charts along with the Compare two charts feature create a report history of
changes over a range of time for a specific organization or the whole company.

1.1 Technical notes:

A new custom field type of PositionID must be populated in data feed for
accurate chart comparisons and reporting.
Archiving should be done as frequently as publishing
Archived files are Signed to verify that data has not been modified since the file
was generated
Compared charts must have the same field layouts (amount of custom fields,
order of custom fields and types of custom fields) to report properly
Assist with managing segregation of duties

1.2 Position ID Custom Field Type

A new custom field type of Position ID is available for use in comparing and
reporting on planning files
This field should contain a unique number for each record across all charts and
including Open Positions
If the charts you are comparing do not contain a custom Position ID type,
OrgPublisher uses the ID in field 5. If neither exists, an error message displays
and the comparison does not occur.

Last Revised: October 24, 2007 Page 2

2 Archiving a Chart
Select Tools, then Archive Wizard . . . OR
Select the Archive Wizard button

The wizard guides you through Click

New . . . to begin

Identify the storage location on your network

Identify if you want Password Protection

Indicate signed to verify that the chart has not

been changed and cant be changed
Indicate if the file is to be marked as Read
Only

Select a portion of the chart to be archived (if

desired)

Determine to Execute or Schedule now

Last Revised: October 24, 2007 Page 3

2.1 Schedule Archiving
If the Schedule option was selected, a
scheduling wizard begins

Provide a name for the schedule

Select which defined archive to schedule

Select frequency
The following screen varies based on the option
selected above

Type in the user name and password

A confirmation screen appears

Last Revised: October 24, 2007 Page 4

3 Using Archived Charts

1. Select the Manage OrgHistory Archives

2. Select an archive definition, then select Browse or Compare

3.1 Browse

1. Select an OrgHistory file, then select View

2. Type in password, if prompted. Then, select Unlock

Last Revised: October 24, 2007 Page 5

 3. If the chart is signed (authenticating that it has not been changed since it was
created), a message will display. Select OK.
4. The requested chart will display in your browser

3.2 Compare
1. Select an OrgHistory file, then hold the Ctrl key down and select a 2nd file. Select
Compare.
2. Select the output options and how you wish for the results to display

Last Revised: October 24, 2007 Page 6

 3. Type in password, if prompted. Then, select
Unlock. If the 2nd chart is password
protected, you will be prompted to supply
that password and then select Unlock
4. If the charts are signed (authenticating that it
has not been changed since it was created),
a message will display. Select OK.
5. The comparison report will display as you
indicated.

Last Revised: October 24, 2007 Page 7

4 Compare 2 Charts

Select Tools, then Compare 2 charts . . .

Locate the two charts

Customize change report (uses same change

reports as OrgPlan)
Select View Change Report

Last Revised: October 24, 2007 Page 8

4.1 Compare 2 Charts Results

Last Revised: October 24, 2007 Page 9

5 Exercise
Compare 2004.ocb and 2005.ocb
5.1 Optional Exercise:
Create a folder on your C: drive named Archived Charts
Reset the clock on your computer to yesterdays date
Open Going2.ocb
Create an OrgHistory Archive and archive this file in the Archived Charts folder
Save Going2.ocb and exit out of OrgPublisher
Reset the clock on your computer to todays date
Open Going2.ocb
Delete a box
Save and archive
Browse the archived files
View the change report for the archived files

Last Revised: October 24, 2007 Page 10

6 Additional Information Sources

OrgHistory
http://www.aquire.com/support/howto/howto.asp?id=menu16

Last Revised: October 24, 2007 Page 11